November 2025 Product Update
Managing your wealth should feel simple, transparent, and secure. This month, we shipped several improvements designed to give you better visibility over your assets, stronger protection for your account, and more confidence in the data you see every day.
A complete view of your Finary Life contract
You now have a dedicated page for your Finary Life contract, directly in the app.
It allows you to track all your investments: the value of your contract, a detailed breakdown of your holdings (unit-linked funds and euro fund), as well as the full history of your transactions, with details for each operation.
This new view brings more clarity and readability to your life insurance, and lays the groundwork for a fully manageable life insurance experience within Finary, with management actions coming soon directly in the app.
Enhanced security for your crypto transfers
To strengthen the security of your transactions and comply with European regulations, we have rolled out the Travel Rule on Finary Crypto.
Each crypto transfer (deposit or withdrawal) now includes consistency checks based on your account information, to ensure that only wallets you actually own can be used.
Depending on the type of wallet:
- transfers to or from an exchange platform are generally verified automatically between service providers,
- transfers to or from a wallet may require, above €1,000, a simple proof of wallet ownership.
Once a wallet has been verified, no additional action is required for future transfers.
Enhanced security when logging in from a new device
To better protect your account, Finary now verifies any login attempt coming from a device you’ve never used before. If it’s really you, you’ll simply need to confirm the login using a code sent by email (or via your 2FA if you’ve enabled it).
Selon le type de portefeuille :
- les transferts vers / depuis une plateforme d’échange sont généralement vérifiés automatiquement entre prestataires,
- les transferts vers / depuis un wallet peuvent nécessiter, au-delà de 1 000 €, une preuve simple de détention du portefeuille.
Une fois un portefeuille vérifié, aucune action supplémentaire ne sera requise pour les transferts suivants.
A clearer view of your connection status
To manage your wealth effectively, it’s essential to understand the actual state of your accounts and the freshness of the data displayed. We’ve therefore worked on clarifying and enriching the information already available around connection management.
Cette étape simple bloque efficacement les tentatives d’accès non autorisées, tout en garantissant une expérience fluide et sécurisée.
Join the adventure!
The Finary team keeps growing! We are currently hiring for 15+ positions, including:
Feel free to apply or forward the job descriptions to your friends!
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Finary SAS, a member of the National Chamber of Wealth Management Advisors, has a share capital of €1,625,000 and is registered with the Paris Trade and Companies Register under number 892 357 724. Its headquarters are located at 58 rue de Monceau, 75380 Paris 8. Finary SAS operates as a Financial Investment Advisor (CIF) and Insurance Broker, registered with Orias under number 21001279, and is a member of the National Chamber of Wealth Management Advisors, an association accredited by the French Financial Markets Authority (AMF), with financial guarantees provided by Assurances Mutuelles MMA IARD.
Investing may carry risks, particularly of capital loss (more or less significant depending on the nature of the investment) and no guarantee of performance, but may offer the prospect of higher returns in return for these risks.
*This advertisement does not constitute an offer or personalized advice. It has no contractual value. For complete and personalized information, please refer to the regulatory documentation of the contract, including the general terms and the information notice.
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